Use case · Professional services firm
Advisory

Client work that
stays connected.

Consulting, advisory, and audit teams federate email, SharePoint, CRM, and engagement docs into one cited workspace — so every partner and analyst picks up the thread, not a stale export.

All use cases
Federation path

Professional services joins
your full stack.

Pr
Professional services
Gyri graph
Client stack
How teams work

From signup to
live workspace.

01

Map engagements

Custom types for clients, matters, and workstreams — linked to live email threads and shared drives.

02

Federate client systems

Connect Microsoft 365, Google Workspace, Slack, and CRM so deal rooms and deliverables share one graph.

03

Cited synthesis for teams

Analysts and partners query prior work, templates, and client context with source links — safe for client-facing output.

04

Buildout on signup

We seed engagement types, default searches, and MCP guides tailored to your firm’s stack.

Federated sources

Stack this team uses.

Typical connectors for this team — swap for your stack during signup.

Microsoft 365 Outlook, Calendar, OneNote Native
Google Workspace Gmail, Calendar, Drive Native
Slack Team comms Native
HubSpot CRM, marketing, sequences Native
Notion Wikis & project docs Native
SharePoint Intranet & file libraries Native
Plan

Required tier

Basic

Basic supports multi-seat teams, client workspaces, and the graph extensions firms need beyond a solo eval.

Get started

Start free

Start free to connect three sources and draft your firm buildout. Verify email, connect Claude MCP, send one command — your workspace setup queues automatically.

Your buildout request is saved at signup and queues after you verify email and send your first command through Claude MCP.

Related: Institutional memory for AI

Ready to build?

Edit the prepopulated buildout request on signup — we start when Claude MCP connects.

How it works